May Leadership Update

ASSUREX UPDATE Lynn Pettis and Tony Larson provided an update from the Assurex Private Client conference they attended in April. Through the conference, they were able to find a partner agency to assist with Florida placements, and resources available for difficult markets in California and Colorado.

Lynn & Tony will be sharing more specific and relevant information to the Personal Lines department.

This conference checked off two 2024 Initiatives! *Spotlight on a 2024 Initiative within Market & Customers category: Find new markets in hard-to-place locations (FL, CA, CO, WY, TX). *Spotlight on a 2024 Initiative within Products & Service category: _Assurex: Engage and utilize benchmarking groups, attend segment/department conferences to learn and build relationships with insurance agency thought leaders. _